Who Owns FDIS?
FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF — Institutional Ownership & 13F Holdings
$100.97
-0.79 (-0.77%)
Market Cap
$1.8B
Shares Outstanding
15,920,995
Institutional Holders
227
Total Inst. Value
$513.1M
% of Float Held
—
QoQ Holder Change
+94
Institutional data as of Q1 2025
New Positions
54
Closed Positions
22
Increased
66
Decreased
69
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $133.8M | 1,583,104 |
| 2 | Richard Bernstein Advisors LLC | $79.2M | 936,579 |
| 3 | AE Wealth Management LLC | $55.0M | 650,568 |
| 4 | AGF MANAGEMENT LTD | $22.8M | 270,079 |
| 5 | Fischer Financial Services, Inc.New | $13.7M | 140,168 |
| 6 | MORGAN STANLEY | $13.4M | 158,686 |
| 7 | ROYAL BANK OF CANADA | $10.6M | 125,984 |
| 8 | Apollon Wealth Management, LLC | $8.8M | 104,640 |
| 9 | Fisher Asset Management, LLC | $6.0M | 70,509 |
| 10 | OSAIC HOLDINGS, INC. | $5.8M | 68,575 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AE Wealth Management LLC | +68K | $55.0M |
| Fischer Financial Services, Inc.New | +140K | $13.7M |
| ROYAL BANK OF CANADA | +79K | $10.6M |
| Algorithmic Investment Models, LLC | +4K | $5.1M |
| Cetera Investment Advisers | +1K | $4.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CWM, LLC | -240K | $116 |
| Apollon Wealth Management, LLC | -169K | $8.8M |
| AGF MANAGEMENT LTD | -151K | $22.8M |
| BANK OF AMERICA CORP /DE/ | -107K | $133.8M |
| Guerra Advisors Inc | -71K | $2.6M |
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Frequently Asked Questions
How many institutional investors hold FDIS?
As of Q1 2025, 227 institutional investors report holding FDIS (FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF) in their 13F filings.
Which hedge fund owns the most FDIS?
The largest institutional holder of FDIS is BANK OF AMERICA CORP /DE/ with $133.8M in shares.
Are institutions buying or selling FDIS?
This quarter, 54 institutions opened new positions in FDIS and 22 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.